FINANCIAL SECURITY METHOD Trademark

Trademark Overview

On Tuesday, December 19, 2017, a trademark application was filed for FINANCIAL SECURITY METHOD with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL SECURITY METHOD trademark a serial number of 87726008. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, May 27, 2025. This trademark is owned by Gilbert & Cook, Inc.. The FINANCIAL SECURITY METHOD trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning
financial security method

General Information

Serial Number87726008
Word MarkFINANCIAL SECURITY METHOD
Filing DateTuesday, December 19, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, May 27, 2025
Registration Number5658130
Registration DateTuesday, January 15, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning
NOT AVAILABLE"FINANCIAL"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 5, 2018
Primary Code036
First Use Anywhere DateSunday, January 1, 2012
First Use In Commerce DateSunday, January 1, 2012

Trademark Owner History

Party NameGilbert & Cook, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50265
Party NameGilbert & Cook, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressUrbandale, IA 50322

Trademark Events

Event DateEvent Description
Monday, July 9, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, December 22, 2017NEW APPLICATION ENTERED
Friday, January 5, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 29, 2018ASSIGNED TO EXAMINER
Wednesday, April 11, 2018NON-FINAL ACTION WRITTEN
Wednesday, April 11, 2018NON-FINAL ACTION E-MAILED
Wednesday, April 11, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 9, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 6, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 16, 2018ASSIGNED TO LIE
Thursday, September 6, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 7, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 24, 2018NON-FINAL ACTION WRITTEN
Wednesday, October 24, 2018NON-FINAL ACTION E-MAILED
Wednesday, October 24, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 1, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, November 1, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 5, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 30, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, December 4, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 19, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 19, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 11, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, January 15, 2019REGISTERED-SUPPLEMENTAL REGISTER
Thursday, March 14, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, March 14, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Saturday, December 4, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, December 4, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 14, 2025TEAS SECTION 8 RECEIVED
Monday, May 26, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 27, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, May 27, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, January 15, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 8, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 8, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 8, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 8, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, September 8, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 8, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Related Keywords

method security financial planning services namely giving retirement consulting charitable budget advice